You manage a guardianship for a parent and a custody for an uncle, with documents scattered between paper binders and files on your computer. This scenario concerns many family guardians, and it is precisely the problem that Mon Proxima seeks to solve. This web application, designed for managing the protection measures for adults, centralizes the tracking of accounts, deadlines, and supporting documents in one online space.
The first point to remember: Mon Proxima is not a mobile application to download from a store. Access is via a web browser, on a computer or tablet, after creating an account by the judicial representative or the guardianship service. This point often creates confusion.
Access Mon Proxima without going through an app store
When we talk about “downloading Mon Proxima,” it should be understood that it is about accessing a web application, not installing a file on your device. Specifically, you open your browser (Chrome, Firefox, Safari), go to the portal monproxima.fr, and log in with the credentials provided by your representative.
Why does this distinction matter? Because a web application works on any device with a browser. No updates to install manually, no compatibility to check with your version of Android or iOS. The tool is accessible from any up-to-date browser, which simplifies usage for family guardians who are not tech-savvy.
For those who want quick access from their tablet or phone, just create a shortcut on the home screen. On most browsers, the option is found in the menu (the three dots in the upper right corner on Chrome, for example), then “Add to Home Screen.” You get an icon that looks like a regular application, but it simply opens the browser to the right page.
To better understand this process, you can download Mon Proxima from Green Seniors where the process is detailed step by step.
Manage multiple protection measures in one Mon Proxima space
The real interest of Mon Proxima appears when you juggle multiple measures. A family guardian can be appointed for two or three protected individuals in their family. Without a suitable tool, each measure generates its share of letters to the court, bank statements to file, and deadlines to monitor.
Mon Proxima allows switching from one file to another without changing accounts. Each protected person has their own space with their documents, history, and alerts. This avoids filing errors, such as attaching an invoice to the wrong file.
What centralization changes in daily life
Before naming the features, let’s take a concrete example. You need to produce the annual management report for your mother under guardianship. The documents to gather: bank statements, nursing home invoices, health expense receipts. With a paper binder, you spend half a day trying to find everything.
In Mon Proxima, the digitized documents are already filed in the correct folder. The tool prepares the framework of the management account based on the data entered throughout the year. You check, complete if necessary, and edit the document to be sent to the judge.
The features that facilitate the management of multiple measures simultaneously include:
- Custom deadline alerts by measure, so you don’t forget a guardianship renewal or a deadline for submission to the registry
- Automatic storage and filing of scanned documents, linked to the correct protected person
- Complete history of measures, including past ones, useful when a judge requests a summary
- Editing the management report in a few steps, based on already recorded data
Judicial dematerialization and recent obligations for guardians
The use of a tool like Mon Proxima is no longer just a matter of convenience. Court registries are increasingly requesting structured and accessible online files. This shift towards judicial dematerialization makes paper binders less and less suitable.
Another point to know: opening a separate bank account is now required for each protection measure, including for modest estates. This obligation, highlighted since January 2025, multiplies the operations to follow for a guardian managing multiple individuals. A management tool that centralizes banking movements by file then becomes a real time-saver, not just a digital gadget.
Security of personal data on Mon Proxima
You entrust the application with sensitive information: assets, income, sometimes health status. The question of data security deserves to be raised. Mon Proxima operates on dedicated servers with encrypted exchanges. Each user only accesses the files for which they are authorized.
The stored documents are not shared between users. A family guardian only sees the measures that concern them, not those managed by others in the same service. This compartmentalization is a basic condition for meeting the requirements related to the protection of adults.
Preparing the transition from paper tracking to Mon Proxima
Transitioning from spreadsheet or paper tracking to Mon Proxima requires preparatory work. Field feedback emphasizes a step often overlooked: mapping existing measures before any data entry into the tool. Before digitizing anything, list for each protected person the ongoing documents, upcoming deadlines, and associated bank accounts.
This preparatory phase takes time, but it conditions the real usefulness of the application. Entering incomplete or poorly organized data amounts to reproducing the disorder of paper in a digital format.
Managing multiple protection measures does not magically simplify by opening an account on Mon Proxima. The tool structures what is already organized in your mind or your files. For a family guardian managing two or three measures, the gain is mainly measured at the time of producing the documents required by the court, when everything is already filed and up to date.